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Advertisement Skip to Content Morningstar brands and products Company * Get 7 Days Free * * Sign In Sign In * Topics * Investing Ideas * Markets * Stocks * Funds * ETFs * Bonds * Portfolio * Markets * Stocks * Funds * ETFs * Bonds * Investing Ideas * Best Investments * Christine Benz’s Portfolios * Best Companies to Own * Best ETFs * Guide to 529 Plans * Asset Management Companies * Topics * Portfolio Construction * Economy * Sustainable Investing * Personal Finance * Retirement * Save for College * Start Investing * For Advisors * Alternative Investments * Media * Podcasts * Free Email Newsletters * Morningstar Magazine * Videos * Investing Definitions * Just For Investors * Morningstar Investor * Morningstar Investor Newsletters * Legacy Portfolio Manager MORNINGSTAR.COM MARKETS MARKET INDEXES Morningstar Indexes Morningstar U.S. Global Commodities Market Indexes Name Value Change Change (%) US Market 11,954.90 102.45 −0.85% US Mid Cap 14,504.31 66.76 −0.46% US Small Cap 12,914.56 92.69 −0.71% US Sustainability 3,335.69 23.48 −0.70% Women's Empowerment 1,836.26 12.71 −0.69% Societal Development 1,390.38 7.29 −0.52% Jan 31, 2024 8:06 PM GMT+1 About Market Indexes Name Value Change Change (%) US Cyclical 13,932.33 61.47 −0.44% US Sensitive 22,415.11 334.05 −1.47% US Defensive 15,029.87 20.97 0.14% Jan 31, 2024 8:06 PM GMT+1 About Market Indexes Name Value Change Change (%) US Market 11,954.90 102.45 −0.85% US Large Cap 10,933.84 107.46 −0.97% US Mid Cap 14,504.31 66.76 −0.46% US Small Cap 12,914.56 92.69 −0.71% DJIA 38,433.17 34.14 −0.09% S&P 500 4,883.54 41.43 −0.84% Nasdaq 15,301.37 208.53 −1.34% Jan 31, 2024 8:06 PM GMT+1 About Market Indexes Name Value Change Change (%) Nikkei 225 Closed 36,286.71 220.85 0.61% Hang Seng Closed 15,485.07 218.38 −1.39% Shanghai Comp Closed 2,788.55 41.98 −1.48% FTSE 100 Closed 7,630.57 35.74 −0.47% DAX Closed 16,903.76 68.58 −0.40% Jan 31, 2024 5:55 PM GMT+1 About Market Indexes Name Value Change Change (%) Gold (Feb) 2,046.20 14.70 0.72% Silver (Feb) Closed 23.12 0.08 −0.36% Platinum (Feb) Closed 921.70 4.70 −0.51% Light Crude (Mar) 75.71 2.11 −2.71% Natural Gas (Mar) 2.12 0.04 2.07% Jan 31, 2024 7:56 PM GMT+1 About U.S. BAROMETER Val Core Gwth Lg −0.19 −1.12 −1.35 Mid −0.23 −0.39 −0.73 Sm −1.02 −0.42 −0.70 Jan 31, 2024 8:06 PM GMT+1 GAINERS, LOSERS, ACTIVES Actives Gainers Losers Market Movers Equity Name Price Change Percent Change New York Community Bancorp Inc. 3.98 −38.33% Advanced Micro Devices 4.41 −2.56% Plug Power 0.84 22.52% SoFi Technologies 0.33 −3.87% Tesla 0.81 −0.42% Paramount Global 1.09 8.01% Marathon Digital Holdings 0.42 2.32% NIO Inc. 0.06 −0.95% Pfizer 0.31 1.15% Lucid Group 0.13 3.75% Jan 31, 2024 7:48 PM GMT+1 NEWS * Ermenegildo Zegna Shares Rise As 4Q Revenue Surge on U.S., China Rebound | Dow Jones * ADP Shares Up 3.2% as Earnings Top Wall Street Views | Dow Jones * Adidas Sales, Earnings Beat Guidance After Decision Not to Write off Most Yeezy Inventory | Dow Jones * Boeing Up Over 6%, on Pace for Largest Percent Increase Since July 2023 — Data Talk | Dow Jones * Nordic Shares Closed Up Wednesday; Hemnet Group Topped Leaders | Dow Jones * DAX Ends the Month 0.91% Higher at 16903.76 — Data Talk | Dow Jones * FTSE 100 Index Ends the Month 1.33% Lower at 7630.57 — Data Talk | Dow Jones * STOXX Europe 600 Index Ends the Month 1.39% Higher at 485.67 — Data Talk | Dow Jones * EURO STOXX 50 Index Ends the Month 2.80% Higher at 4648.40 — Data Talk | Dow Jones * CAC 40 Index Ends the Month 1.51% Higher at 7656.75 — Data Talk | Dow Jones Recommended Newsletters Best Stocks + ETFs for 2024 10 Best Dividend Stocks Best Vanguard Funds 33 Undervalued Stocks Tax Guide and IRA Resources Retiree’s Guide to Guaranteed Income FEATURES 15 Top Wealth Creators in the Fund Industry Amy C. Arnott 5 of the Best Ways to Invest Money Susan Dziubinski Why Vanguard Real Estate Index Is One of the Best Ryan Jackson 4 Still-Cheap Stocks to Buy as the Market Hits New Highs David Sekera, Susan Dziubinski The Best Stock Funds for the Core of an Investment Portfolio Tori Brovet 3 Mistakes to Avoid With Your Investment Portfolio in 2024 Christine Benz, Susan Dziubinski 6 Top-Performing High-Yield Bond Funds Kumudini Devalla 3 Top Value Stocks to Buy and Hold for 2024 Susan Dziubinski Dividend-Paying Stocks Can Help Tilt the Scale in Your Favor Danny Noonan COMPANY EARNINGS Microsoft Earnings: AI Steals the Show in Strong Set of Results Dan Romanoff Alphabet Earnings: Advertising Revenue Growth Disappoints Ali Mogharabi After Earnings, Is Verizon Stock a Buy, a Sell, or Fairly Valued? Damien Conover Going Into Earnings, Is Amazon Stock a Buy, a Sell, or Fairly Valued? Dan Romanoff * Is Eli Lilly Stock a Buy Ahead of Earnings? * AMD: AI GPU Revenue Is On the Rise * Intel: Near-Term Outlook Disappoints the Market * SoFi: Pushed Into Profitability by Strong Results * United Airlines: Still Benefiting From Industry Capacity Constraints * Tesla: Slower Growth Expected in 2024 * Netflix: Fair Value Upgraded After Subscriber Boost * AT&T: Modest Growth Should Offset Higher Taxes * American Airlines: Margins Grew In 2023 * ServiceNow: Profitability Shines * Read More Company Earnings Reports MARKET INSIGHTS Why Is Everyone Always Wrong About the Fed? Sarah Hansen * What’s Happening In the Markets This Week Utilities Outlook: Federal Elections Won’t Materially Affect Stocks—but Local Regulations Will Travis Miller Do You Have the Wrong Index Funds for 2024’s Stock Market? Sarah Hansen Beta Is Back What does it take to prove an investment theory? John Rekenthaler Could Company 401(k)s Go the Way of IBM? John Rekenthaler, Nicolas Owens, Ivanna Hampton Can a Taxable Account Beat a 401(k)? Christine Benz FOR ADVISORS Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management Christine Benz How Often Do You Really Need To Meet With Your Clients? Samantha Lamas How Medicare and Social Security Affect HSA Eligibility From Kitces.com INVESTMENT IDEAS 8 Top-Performing Large-Blend ETFs Kumudini Devalla 7 Best Energy Stocks to Buy Sbidag Demerjian * 10 Best Blue-Chip Stocks to Buy for the Long Term * The Best Growth Funds * Is Global Investing Out of Fashion? * 3 Great Small-Cap ETFs TAX SEASON Your Tax Guide and IRA Resources Carole Hodorowicz When Will I Get My Tax Refund? Carole Hodorowicz * Your 2024 Tax Fact Sheet and Calendar * What to Have on Your Tax Radar for 2024 * Smart Tax Moves for 2024 and Beyond * Your 2024 Financial To-Do List * Miss Taking Your RMD? How to Know if You’re Off the Hook for the Excise Tax FUNDING YOUR EDUCATION Tips for Navigating the New FAFSA Laura Lallos Why You Should Fill Out the FAFSA (Even if You Think It’s a Waste of Time) Margaret Giles Saving for College: What I Did Right and What I’d Do Differently Laura Lallos THE BEST OF THE BEST The 10 Best Companies to Invest in Now Margaret Giles 10 Best Value Stocks to Buy for the Long Term Margaret Giles * The Best Companies to Own for 2024 * The Best Index Funds * The Best Value Funds * The Best Bond Funds * The Best ETFs and How They Fit in Your Portfolio SPECIALISTS More Susan Dziubinski 5 of the Best Ways to Invest Money Christine Benz Can a Taxable Account Beat a 401(k)? Amy C Arnott 15 Top Wealth Creators in the Fund Industry David Sekera 2024 Market Outlook: What a ‘Return to Normal’ Means for Stocks John Rekenthaler Beta Is Back Russel Kinnel 17 Funds for 2024 and Beyond Samantha Lamas How Often Do You Really Need To Meet With Your Clients? VIDEOS More Volume 0% Rewind 10 Seconds Next Up This ad will end in 11 Live 00:04 00:10 00:15 Chromecast Closed Captions Settings Fullscreen 4 Still-Cheap Stocks to Buy as the Market Hits New Highs Watch 3 Top Value Stocks to Buy and Hold for 2024 Watch Could Company 401(k)s Go the Way of IBM? Watch 3 Mistakes to Avoid With Your Investment Portfolio in 2024 Watch 3 Great Small-Cap ETFs Watch 5 Cheap Value Stocks to Buy that Look Like Bargains—For Now Watch 3 Top Growth Stocks to Buy and Hold for 2024 TOPICS Alternative InvestmentsBondsEconomyETFsFinancial AdvisorsFundsMarketsPersonal FinancePortfolio ConstructionRetirementStocksSustainable InvestingCompany Reports STOCKS More Watch 3 Top Value Stocks to Buy and Hold for 2024 These high-quality companies are solid—and their stocks look cheap. Susan Dziubinski 7 Best Energy Stocks to Buy These 7 undervalued energy stocks look attractive today. Sbidag Demerjian 10 Best Blue-Chip Stocks to Buy for the Long Term The stocks of these high-quality companies with large market capitalizations look undervalued today. Margaret Giles 4 Undervalued Semiconductor Stocks Amid the Nvidia-led AI “gold rush,” MediaTek and Skyworks are among Morningstar’s top picks. Diana Anghel 3 Top Growth Stocks to Buy and Hold for 2024 The long-term outlooks for these high-quality companies are solid—and their stocks are cheap. Susan Dziubinski PERSONAL FINANCE More 15 Ins and Outs for Your Financial Well-Being This Year Bonds and automating IRA contributions are in. Holding too much cash and checking your portfolio every day are out. Carole Hodorowicz Your 2024 Tax Fact Sheet and Calendar Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year. Christine Benz Top 6 Portfolio Moves for 2024 Asset allocation adjustments to consider for the new year. Amy C Arnott 4 Lessons from My Credit Card Points and Miles Journey What to know before jumping into the rewards game. David Harrell Your 2024 Financial To-Do List As the new year dawns, here’s your plan to get financially fit, one job at a time. Christine Benz BEST COMPANIES OF 2023 More The Best Companies to Own: 2023 Edition These companies stand out from the competition and can be good choices for long-term investing. Best International Companies to Own: 2023 Edition These companies from various corners of the globe are well positioned for the future. Ruth Saldanha Best Innovative Companies to Own: 2023 Edition These companies are expected to benefit from disruptive technologies. Sachin Nagarajan Best Financial-Services Companies to Own: 2023 Edition What drives these firms’ competitive advantages varies by industry. Katherine Lynch Best Sustainable Companies to Own: 2023 Edition We believe these companies’ strong ESG management practices give them a long-term advantage. Leslie Norton FUNDS More Mutual Fund Managers Are Wrong More Than They’re Right These managers overcame low hit rates to exceed their benchmarks. Jack Shannon The Best Stock Funds for the Core of an Investment Portfolio These top-rated mutual funds and ETFs make excellent long-term core holdings. Tori Brovet The Best Growth Funds These growth stock mutual funds and ETFs earn top ratings from Morningstar in 2024. Tori Brovet 15 Top Wealth Creators in the Fund Industry These mutual funds and ETFs have generated the most value for shareholders in dollar terms. Amy C Arnott The Best Vanguard Funds These top-rated Vanguard ETFs and mutual funds are excellent choices to buy and hold in 2024 and beyond. Tori Brovet ADVISOR INSIGHTS More Tips for Expanding a Financial Advisory Without Compromising Client Service Step one: Formalize the partnership. That’s what we recommended for this father-and-son advisory duo. Sheryl Rowling How the 10-Year RMD Rules Work for Inherited IRAs Rules work differently for each class of beneficiary. Denise Appleby An Inside Look at Direct Indexing Direct indexing is becoming a key addition to financial advisors’ toolkits. Danny Noonan 5 Ways Investors Can Succeed by Knowing Their Limits You don’t know what you don’t know when investing. Jeffrey Ptak Why Advisors Should Care About Open Banking Advisors will get fuller view of clients’ financial picture. Sheryl Rowling RETIREMENT PLANNING More How to Roll Over an Old 401(k) Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done. Christine Benz With Backdoor Roths, Is It Necessary to Zero Out IRA Accounts? And why tax preparers don’t like Roth accounts. From Kitces.com Last-Minute Roth IRA Conversion Planning Tips Operational procedures matter as much as suitability. Denise Appleby Backdoor Roth IRA: These Roadblocks Are More Common Than You Think The fun begins with IRS Form 8606. From Kitces.com What’s Changing for Retirement in 2024? Inflation adjustments and the phase-in of Secure 2.0 provisions have implications for retirement savers and retirees alike. Christine Benz SUSTAINABLE INVESTING More Polluting Firms Earn Higher Returns But these low-scoring ESG stocks carry greater risks. Larry Swedroe U.S. Sustainable Funds Register First Annual Outflows in 2023 Mediocre performance weighed on investor sentiment last year. Alyssa Stankiewicz What Works and What Doesn’t for Sustainable Investing in 2024 Your ESG investments may lag, but you will certainly affect corporate behavior, says Larry Swedroe. Leslie P. Norton The Case for Investing in Climate Adaptation Move over, Home Depot and Lowe’s. Here are the companies that stand to benefit from the climate transition. Leslie P. Norton A Matter of Faith Faith-based investing is a key chapter in the sustainable-investing story. Leslie P. Norton FUNDS More Mutual Fund Managers Are Wrong More Than They’re Right The Best Stock Funds for the Core of an Investment Portfolio The Best Growth Funds 15 Top Wealth Creators in the Fund Industry The Best Vanguard Funds STOCKS More 3 Top Value Stocks to Buy and Hold for 2024 7 Best Energy Stocks to Buy 10 Best Blue-Chip Stocks to Buy for the Long Term 4 Undervalued Semiconductor Stocks 3 Top Growth Stocks to Buy and Hold for 2024 ETFS More 8 Top-Performing Large-Blend ETFs 3 Great Small-Cap ETFs The Broadest Vanguard Stock Fund Available 3 ETF Investment Mistakes to Avoid 18 of the Best Stocks and ETFs to Buy Based on 2024 Expert Forecasts BONDS More 6 Critical Lessons for Bond Investors Why Bonds Are Making a Huge Comeback With Yields Above 4.6%, Intermediate Bonds Have Passed a Tipping Point What Is ‘Normal’ for Interest Rates? How to Use Short-Term Bonds in a Portfolio SAVE FOR RETIREMENT More How to Roll Over an Old 401(k) With Backdoor Roths, Is It Necessary to Zero Out IRA Accounts? Last-Minute Roth IRA Conversion Planning Tips Backdoor Roth IRA: These Roadblocks Are More Common Than You Think What’s Changing for Retirement in 2024? INVEST IN RETIREMENT More 5 Portfolio Lessons From 2023 What You Need to Know About Inherited IRAs The Good News on Safe Withdrawal Rates Must-Knows About Required Minimum Distributions as 2023 Winds Down Yes, RMDs Can Improve Your Portfolio PERSONAL FINANCE More 15 Ins and Outs for Your Financial Well-Being This Year Your 2024 Tax Fact Sheet and Calendar Top 6 Portfolio Moves for 2024 4 Lessons from My Credit Card Points and Miles Journey Your 2024 Financial To-Do List TAX PLANNING More What to Have on Your Tax Radar for 2024 Taking Tax-Loss Harvesting to the Next Level How to Give to Charity and Save on Taxes A New Way to Achieve Charitable Goals While Saving on Taxes Morningstar’s 2023 Tax Guide and IRA Resources START INVESTING More Financial Tips for Young Adults How to Invest Like Warren Buffett A Comprehensive Guide to 529 College Savings Plans Should I Start Investing With Stocks or Mutual Funds? How Much Should I Have in My 401(k)? SAVE FOR COLLEGE More The Best 529 Plans for 2024 Saving for College: What I Did Right and What I’d Do Differently 529 Plans: What’s Changed and What’s the Same? 2 Top-Rated 529 Plans Morningstar 529 Ratings: The Top Plans and What They Offer SUSTAINABLE INVESTING More Polluting Firms Earn Higher Returns U.S. Sustainable Funds Register First Annual Outflows in 2023 What Works and What Doesn’t for Sustainable Investing in 2024 The Case for Investing in Climate Adaptation A Matter of Faith FINANCIAL ADVISORS More I’m a Financial Advisor Thinking of Growing My Practice. How Do I Know if It’s the Right Time? Who Can Best Manage Your Investments? Answers to Your Roth IRA Questions Tips for Making a Great Firm Even Greater 5 Charts on the Current Market BEST MUTUAL FUND INVESTMENTS More Medalist Funds U.S. Index Funds Index Medalist Funds Bond Index Funds Small Cap Funds BEST STOCK INVESTMENTS More Five Star Stocks Wide Moat Undervalued Stocks Core Stock Funds Wide Moat Stocks Moats on Sale BEST ETF INVESTMENTS More Gold Rated ETFs Medalist ETFs Core Medalist ETFs Medalist Bond ETFs Sector ETFs BEST BOND INVESTMENTS More Bond Index Funds Core Bond Funds High Yield Bonds Foreign Bond Funds SPONSOR CENTER Transparency is our policy. Learn how it impacts everything we do Read More Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we work and what drives our day-to-day business. 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